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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,729 | $114,712-15.7% | $173,730-44.3% | $87,485+10.6% |
| Participation rate | 83.3% | 73.0%+10.3pp | 79.6%+3.8pp | 68.9%+14.4pp |
| Annual return | 20.74% | 20.18%+0.6pp | 19.96%+0.8pp | 26.06%-5.3pp |
| Employer contribution / active EE | $2,589 | $2,904-10.8% | $4,577-43.4% | $2,596-0.3% |
| Participant deferral / active EE | $4,381 | $4,642-5.6% | $6,326-30.7% | $4,274+2.5% |
| Admin fee / account holder | $3,644 | $10,210-64.3% | $17,523-79.2% | $7,775-53.1% |